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Anchor Pointe Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Anchor Pointe Wealth Management’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$315K Buy
+2,945
New +$322K 0.41% 50

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Anchor Pointe Wealth Management's LQD Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024: 2,945 shares worth $315K. The stake represents 0.41% of the portfolio and ranks #50 among its holdings.

1,083 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

  • Anchor Pointe Wealth Management held 2,945 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $315K as of Q4 2024.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.41% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #50 holding.
  • 1,083 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.